Independence Planning Group

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1767 Sentry Pkwy W Ste 200, Blue Bell, P...

Phone Number

(267) 468-0822

Revenue

$7.8 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Independence Planning Group

IPG is a full-service financial firm dedicated to helping people achieve financial wellness and independence. We offer a wide range of financial products and services, working with some of the country's most well recognized financial service companies and product lines for individuals, families, professionals, executives and business owners.Explore more
Independence Planning Group's Social MediaPopular SearchesIndependence Planning GroupWealth StepsIndependence Planning Group LLCIndependenceplanningincLifepoint Financial...httpsSIC Code 62,628NAICS Code 52,523Show more

Independence Planning Group Org Chart

PhoneEmail
JM
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Director, Advanced Planning

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LM
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Office Manager and Director of Operations

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JM
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Financial Specialist

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MS
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Field Representative

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CG
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Financial Representative

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DO
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Financial Representative

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DC
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Financial Advisor

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FF
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Financial Advisor

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RB
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Financial Advisor

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PV
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Financial Planner

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KW
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Registered Representative

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Compare Similar Companies to Independence Planning Group

Compare insights from companies similar to Independence Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Independence Planning Gro...

$7.8M
11-50
Private
-
1987
JM
Joseph MalleeDirector, Advanced Planning
$14.2M
51-200
Private
<$5M
1979
BO
Barbara O'NeillPrincipal Owner-President I Chief Financial Officer
$12.8M
11-50
Private
-
2009
SD
Scot DavisCEO & President
$6.6M
51-200
Private
-
1996
AS
Anne SatterleeManager, Branch Accounting
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
<$5M
11-50
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Independence Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Independence Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Independence Planning Group.

Independence Planning Group Tech Stack

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Frequently Asked Questions Regarding Independence Planning Group

What is Independence Planning Group's official website?
Independence Planning Group's official website is www.ipgroup.info
What is Independence Planning Group's Revenue?
Independence Planning Group's revenue is $7.8 Million
What is Independence Planning Group's SIC code?
Independence Planning Group's SIC: 62,628
What is Independence Planning Group's NAICS code?
Independence Planning Group's NAICS: 52,523
How many employees does Independence Planning Group have?
Independence Planning Group has 11-50 employees
What industry does Independence Planning Group belong to?
Independence Planning Group is in the industry of: Finance, Insurance, Securities Trading
What is Independence Planning Group competition?
Independence Planning Group top competitors include: Capitol Wealth Strategies, MacDonald Financial Services, Vallum Wealth Management, Alliance Advisory Group
What technology does Independence Planning Group use?
Some of the popular technologies that Independence Planning Group uses are: Amazon Web Hosting, Google Workspace, Network Solutions Web Hosting
How do I contact Independence Planning Group?
Independence Planning Group contact info: Phone number: (267) 468-0822 Website: www.ipgroup.info
What does Independence Planning Group do?

IPG is a full-service financial firm dedicated to helping people achieve financial wellness and independence. We offer a wide range of financial products and services, working with some of the country's most well recognized financial service companies and product lines for individuals, families, professionals, executives and business owners.... Read More

What are Independence Planning Group social media links?
Independence Planning Group Linkedin page Independence Planning Group Facebook page
Is Independence Planning Group a public company?
Independence Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Independence Planning Group

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